Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
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A wave of innovative therapies is beginning to hit the market, transforming the prospects of the biotech firms behind the science.
Is there a statistical relationship between fund flows and market price moves?
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
Back in the International Monetary Fund’s embrace, Egypt has no option but to advance structural reforms if it wants to avoid liquidity strains morphing into solvency concerns.
Implications of the collapse of Silicon Valley Bank for the technology sector.
There are exciting investment opportunities within the resources sector created by the need for sustainable construction.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
Why are oil companies essential for the low carbon transition?
Accelerating innovation in the biotechnology sector may offer investors new potential growth opportunities. In a market environment where we believe investors should tread carefully, join Jennifer Nichols, Client Portfolio Manager and Matthew Bullock, EMEA Head of Portfolio Construction and Strategy as they discuss how healthcare’s unique blend of defensive characteristics and growth potential may offer immunity from the downturn.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.